Estate Planning

Regardless of your income, estate planning is a vital part of your financial plan. We will ensure that you leave your family and loved ones greater control, privacy, and security as part of your legacy.

To avoid inheritance tax liabilities and ensure as much of your estate is left to loved ones as possible, we offer a thorough and comprehensive estate planning service. We will guide you through the complexities of the process and work with you to create a tax-efficient strategy. 

And to protect your estate from intestacy – a situation that can arise when one does not leave a valid Will before passing – we refer you to a Will writer. This will ensure that the government is not in control of managing your valuable assets. 

Our highly skilled Lyfe FS team will also advise you on how best to maximise your tax allowance and minimising inheritance tax by setting up trusts. Our expertise is crucial in ensuring that your loved ones are afforded the peace of mind and privacy needed to overcome today and build towards next week and beyond.

Types of Estate planning

The prospect may be daunting, but the reality is that you are not alone. We are here to help you every step of the way with tailored recommendations and plans that may include:

• Trusts
• Wills
• Business property relief
• Gifting

Trusts and the Will Writing services promoted here are not part of the Openwork offering and are offered in our own right. Openwork Limited accept no responsibility for this aspect of our business. Trusts and Will Writing are not regulated by the Financial Conduct Authority.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.